Your first point is valid, hopefully by the time expiry happens in 2018, they have very strong brand recognition and only lose small market share to other new players.
Your second point I will disagree with. Yes kids grow up and tastes change. But people will always be having children, do a constant supply of potential customers.
The biggest risk I see is not being able to keep up with demand. I'm not privy to what's going on behind the scenes, but I hope they have capacity to ramp up production quickly. I know the company said 40 mil units p.a was not a problem, but how quick can they get 100-200mil units into production.
This is my stock for 2015. We just need some new institutions on board. Some big money. All the retailers buying this at the moment aren't able to push the sp up
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